Puneet Wadhwa And Ram Prasad Sahu

Stories by Puneet Wadhwa And Ram Prasad Sahu

'Markets Have Already Scaled A Wall Of Worry'

'Markets Have Already Scaled A Wall Of Worry'

Rediff.com   7 Aug 2025

'From tariff tensions and border skirmishes to unrest in West Asia.' 'The worst may be behind us. But any further upmove will now have to come from earnings.'

LIC's stock portfolio sees Rs 46,000 cr dent in July

LIC's stock portfolio sees Rs 46,000 cr dent in July

Rediff.com   5 Aug 2025

Life Insurance Corporation (LIC) , the country's largest domestic institutional investor (DII), has seen a Rs 46,000 crore erosion in the value of its equity holdings amid market downturns in July. The benchmark indices, Nifty 50 and BSE Sensex, have slipped 2.6 per cent from their June 2025-end level to 24,837 and 81,463.09 respectively.

'FIIs Looking For Consistency In Regulatory Actions'

'FIIs Looking For Consistency In Regulatory Actions'

Rediff.com   30 Jul 2025

'As long as Sebi maintains transparency and market stability, the Jane Street episode is unlikely to deter long-term foreign capital.'

The Future Belongs To Thinkers And Communicators

The Future Belongs To Thinkers And Communicators

Rediff.com   29 Jul 2025

'For 40 years, India valued only technical skills. IITs, coding -- that became everything.' 'Soft skills were sidelined. But those are the skills that will keep you employable now, not technical skills.'

'Short-Term Panic Influences Investor Behaviour'

'Short-Term Panic Influences Investor Behaviour'

Rediff.com   21 Jul 2025

'Investors who remain calm, consistent, and disciplined through short-term volatility are usually the ones who benefit most in the long run.'

Gold Prices Can Rise Up To 15% By December-End: WGC

Gold Prices Can Rise Up To 15% By December-End: WGC

Rediff.com   17 Jul 2025

This translates into an annual return of 40 per cent, suggests a recent note by the World Gold Council.

Regaining share key to more upside in automobile major Hero MotoCorp

Regaining share key to more upside in automobile major Hero MotoCorp

Rediff.com   2 Jul 2025

Hero MotoCorp Ltd (HMCL) has been the best-performing auto stock over the last three months, gaining over 17 per cent during this period. Multiple tailwinds, especially on the rural front, are expected to boost its volumes. In addition to the demand drivers, new launches too should help drive growth both in the commuter and premium motorcycle categories.

'Our Nifty Target For December Is 26,500'

'Our Nifty Target For December Is 26,500'

Rediff.com   24 Jun 2025

'We continue to view India as a standout within EM.'

Analysts see oil shooting up to $150/bbl if Iran, Israel fighting intensifies

Analysts see oil shooting up to $150/bbl if Iran, Israel fighting intensifies

Rediff.com   16 Jun 2025

Brent crude oil prices can touch $150 a barrel (bbl) - up a whopping 103 per cent from the current levels - in the worst-case scenario if the Israel-Iran geopolitical tensions escalate, suggest analysts.

Foreign brokerages stay cautious on India stock market

Foreign brokerages stay cautious on India stock market

Rediff.com   10 Jun 2025

Foreign brokerages remain cautious on the road ahead for the Indian equity markets. Though analysts at Nomura have revised their March 2026 Nifty target to 26,140 levels from the earlier 24,970, but the upside from the current levels is a modest 6 per cent. BofA Securities, on the other hand, has not made any change to its year-end Nifty target.

Bajaj Auto's premium segment revival needs more than just a kickstart

Bajaj Auto's premium segment revival needs more than just a kickstart

Rediff.com   9 Jun 2025

Bajaj Auto - the country's most valuable two-wheeler (2W) company by market capitalisation - met Street expectations in the January-March quarter (Q4) of 2024-25 (FY25) but still ended Friday as the worst performer on the Nifty 50, slipping 3.1 per cent.

Coming Soon: IPOs Worth Rs 1.02 Trillion

Coming Soon: IPOs Worth Rs 1.02 Trillion

Rediff.com   2 Jun 2025

Over 60 companies are ready to launch IPOs in the coming months.

Weak guidance may hit Sun Pharma in FY26

Weak guidance may hit Sun Pharma in FY26

Rediff.com   1 Jun 2025

Despite a healthy performance in the fourth quarter of 2024-25 (Q4FY25), the stock of India's largest listed pharma company, Sun Pharmaceutical Industries (Sun Pharma), was under pressure on Friday due to a muted guidance. The company has guided for a high single-digit revenue growth for FY26, which is below what the Street was working with.

'Indian Stocks Unlikely To Give Significant Returns In 12 Months'

'Indian Stocks Unlikely To Give Significant Returns In 12 Months'

Rediff.com   30 May 2025

'Right now, silver -- and especially platinum -- are very cheap compared to gold. If I were buying today, I would choose platinum.'

'Indian Markets To Outperform For Next 20 Years'

'Indian Markets To Outperform For Next 20 Years'

Rediff.com   29 May 2025

'When you have the best market at your doorstep, international diversification is a distraction.'

Paint major Berger's palette finds contrast in a washed-out quarter

Paint major Berger's palette finds contrast in a washed-out quarter

Rediff.com   26 May 2025

Listed paint majors posted another lacklustre showing in the January-March quarter (Q4) of 2024-25 (FY25), with average revenue growth under 3 per cent. Sales were weighed down by Asian Paints - the market leader and the only major to report a year-on-year (Y-o-Y) decline.

Margin pressures, growth triggers to weigh on Dr Reddy's

Margin pressures, growth triggers to weigh on Dr Reddy's

Rediff.com   21 May 2025

Pharma major Dr Reddy's Laboratories delivered a muted operational performance in the fourth quarter of financial year 2024-25 (Q4FY25), even as revenue growth remained healthy. Lower gross margin performance and muted domestic growth are key concerns. Most brokerages have a "Sell" or "Reduce" rating as there are uncertainties related to the development of a new product portfolio and the launch timelines.

Why jewellery giant Titan will continue to shine

Why jewellery giant Titan will continue to shine

Rediff.com   17 May 2025

Strong margins in the jewellery segment in Q4FY25, steady growth guidance for FY26 and expectations of outperformance in the organised jewellery sector boosted sentiment for the largest listed jewellery maker by market capitalisation, Titan Company. The stock was the highest gainer on the benchmark indices (Sensex as well as Nifty), rising 4.1-4.5 per cent at close on Friday, taking the total gains over the past month to about 12 per cent.

Why Polycab is likely to maintain growth trajectory

Why Polycab is likely to maintain growth trajectory

Rediff.com   16 May 2025

India's largest cable and wire manufacturer Polycab India ended financial year 2024-25 (FY25) on a high, delivering another strong quarter of double-digit growth and market share gains. This coupled with margin expansion, operating breakeven for its fast-moving electrical goods (FMEG) business, and steady exports outlook for FY26 is expected to support the stock, which is up 18 per cent over the past month. The stock is currently trading at Rs 5,765 a share.

Volume, margin gains likely to rev up M&M

Volume, margin gains likely to rev up M&M

Rediff.com   15 May 2025

A robust show during the March quarter of 2024-25 (Q4FY25) and hopes of a strong demand momentum have led to an upward revision of Mahindra & Mahindra's (M&M's) earnings. With a slew of launches lined up amid a steady demand environment, brokerages see M&M outperforming peers in passenger vehicles (PVs), tractors and commercial vehicles (CVs).